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Portfolio (Quarterly) Guide ↗

Impact Capital Partners LLC

· CIK 0002054916
13F Portfolio $337M AUM 272 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 11 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,658.0 $331K 0.10% NEW $124.56 -8.6%
202 VONV VANGUARD SCOTTSDALE FDS 3,580.0 $330K 0.10% NEW $92.30 +13.3%
203 INTC INTEL CORP Technology 8,831.0 $326K 0.10% NEW $36.90 +234.8%
204 MRVL MARVELL TECHNOLOGY INC Technology 3,823.0 $325K 0.10% NEW $84.98 +145.1%
205 ASTRAZENECA PLC 3,524.0 $324K 0.10% NEW $91.94
206 VMC VULCAN MATLS CO Basic Materials 1,131.0 $323K 0.10% NEW $285.22 -5.7%
207 VB VANGUARD INDEX FDS 1,241.0 $320K 0.10% NEW $257.98 +13.5%
208 BSX BOSTON SCIENTIFIC CORP Healthcare 3,298.0 $314K 0.09% NEW $95.35 -39.5%
209 MO ALTRIA GROUP INC Consumer Defensive 5,452.0 $314K 0.09% NEW $57.66 +25.5%
210 ETN EATON CORP PLC Industrials 983.0 $313K 0.09% NEW $318.51 +26.6%
211 CMCSA COMCAST CORP NEW Communication Services 10,391.0 $311K 0.09% NEW $29.89 -15.9%
212 INTU INTUIT Technology 463.0 $307K 0.09% NEW $662.42 -54.1%
213 EXPO EXPONENT INC Industrials 4,384.0 $305K 0.09% NEW $69.46 -17.2%
214 VZ VERIZON COMMUNICATIONS INC Communication Services 7,421.0 $302K 0.09% NEW $40.73 +18.7%
215 ACGL ARCH CAP GROUP LTD Financial Services 3,151.0 $302K 0.09% NEW $95.92 -0.6%
216 CPRT COPART INC Industrials 7,687.0 $301K 0.09% NEW $39.15 -15.1%
217 IAU ISHARES GOLD TR Financial Services 3,687.0 $299K 0.09% NEW $81.17 +4.5%
218 BA BOEING CO Industrials 1,369.0 $297K 0.09% NEW $217.12 +0.8%
219 OLED UNIVERSAL DISPLAY CORP Technology 2,542.0 $297K 0.09% NEW $116.78 -20.0%
220 CTAS CINTAS CORP Industrials 1,566.0 $295K 0.09% NEW $188.08 -9.0%
Page 11 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 14.3%
Industrials 12.6%
Healthcare 9.1%
Consumer Cyclical 9.0%
Consumer Defensive 7.2%
Communication Services 5.8%
Energy 3.1%
Basic Materials 1.6%
Utilities 1.5%